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- 08 - Any clearing firm, brokerage firm or other individual responsible for reporting transactional information to Principal Trust must provide contribution information (other than for Coverdell ESAs) by this deadline. This will ensure timely preparation of IRS Forms 5498 and 5498-SA for account holders.
- 27 - Principal Trust and Market closed in observance of Memorial Day.
- 31 - Deadline for distributing excess contributions made to a Coverdell ESA to avoid possible penalties. Principal Trust mails IRS Form 5498 and Form 5498-SA to account holders. This form confirms contributions made to an IRA or Health Savings Account for the 2012 tax year.